WisdomTree, Inc.
WT- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
In the last 90 days, WisdomTree, Inc. insiders filed 0 open-market purchases and 1 sale; 312 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in WisdomTree, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 256
- −12 vs. Q4 2024
- Shares held
- 129.4M
- +613.0K (+0.5%) vs. Q4 2024
- Total value
- $1.15B
- −$197.8M (−14.6%) vs. Q4 2024
- New holders
- 33
- 86 more added
- Sold out
- 45
- 99 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 312 | $2.71B |
| Q1 2026 | 312 | $2.35B |
| Q4 2025 | 288 | $1.93B |
| Q3 2025 | 269 | $2.15B |
| Q2 2025 | 247 | $1.48B |
| Q1 2025 | 256 | $1.15B |
| Q4 2024 | 271 | $1.37B |
| Q3 2024 | 233 | $1.23B |
| Q2 2024 | 224 | $1.16B |
| Q1 2024 | 205 | $1.05B |
| Q4 2023 | 195 | $792.0M |
| Q3 2023 | 179 | $748.8M |
| Q2 2023 | 181 | $720.3M |
| Q1 2023 | 148 | $632.3M |
| Q4 2022 | 158 | $606.6M |
| Q3 2022 | 157 | $517.7M |
| Q2 2022 | 163 | $560.7M |
| Q1 2022 | 176 | $634.9M |
| Q4 2021 | 169 | $642.4M |
| Q3 2021 | 167 | $588.7M |
| Q2 2021 | 176 | $659.7M |
| Q1 2021 | 150 | $659.1M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding WisdomTree, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,384 | $244.3K | 0.00% | +2,955+12.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 27,427 | $244.6K | 0.02% | −65,842−70.6% | Reduced |
| State of Tennessee, Treasury Department | 27,472 | $245.1K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 29,356 | $261.9K | 0.31% | +6,578+28.9% | Added |
| CIBC World Markets Corp | 29,796 | $265.8K | 0.00% | +16,738+128.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,918 | $266.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 30,748 | $274.3K | 0.03% | −28,445−48.1% | Reduced |
| ProShare Advisors LLC | 31,241 | $278.7K | 0.00% | −10,314−24.8% | Reduced |
| Virginia Retirement Systems Et Al | 31,600 | $281.9K | 0.00% | +31,600 | New |
| Brevan Howard Capital Management LP | 31,935 | $284.9K | 0.01% | +31,935 | New |
| Pinnacle Wealth Planning Services, Inc. | 32,199 | $287.2K | 0.04% | +94+0.3% | Added |
| Park Avenue Securities LLC | 32,973 | $294.0K | 0.00% | +3,958+13.6% | Added |
| Maryland State Retirement & Pension System | 33,278 | $296.8K | 0.01% | −5,258−13.6% | Reduced |
| Arizona State Retirement System | 33,527 | $299.1K | 0.00% | −407−1.2% | Reduced |
| Amalgamated Bank | 33,588 | $300.0K | 0.00% | −678−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 34,324 | $306.2K | 0.01% | +362+1.1% | Added |
| Alberta Investment Management Corp | 34,634 | $308.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 38,564 | $344.0K | 0.00% | −122,629−76.1% | Reduced |
| Comerica Bank | 39,283 | $350.4K | 0.00% | −1,089−2.7% | Reduced |
| Benjamin Edwards Inc | 42,012 | $374.8K | 0.01% | −869−2.0% | Reduced |
| Yousif Capital Management, LLC | 42,703 | $380.9K | 0.00% | −1,042−2.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 42,908 | $382.7K | 0.04% | +1,155+2.8% | Added |
| Aigen Investment Management, LP | 44,466 | $396.6K | 0.06% | +12,064+37.2% | Added |
| Amundi | 51,873 | $442.5K | 0.00% | −11,275−17.9% | Reduced |
| Maltese Capital Management LLC | 50,000 | $446.0K | 0.07% | +50,000 | New |
| Trexquant Investment LP | 50,118 | $447.1K | 0.01% | −207,405−80.5% | Reduced |
| LPL Financial LLC | 51,053 | $455.4K | 0.00% | +38,452+305.2% | Added |
| HighTower Advisors, LLC | 52,280 | $466.3K | 0.00% | +52,280 | New |
| Louisiana State Employees Retirement System | 53,900 | $480.8K | 0.01% | −1,400−2.5% | Reduced |
| Tobam | 55,091 | $491.0K | 0.21% | +16,913+44.3% | Added |
| Militia Capital Partners, LP | 56,800 | $506.7K | 0.21% | +21,600+61.4% | Added |
| Omers Administration Corp | 59,300 | $529.0K | 0.00% | +59,300 | New |
| Caxton Associates LLP | 59,774 | $533.2K | 0.02% | +59,774 | New |
| SG Americas Securities, LLC | 61,231 | $546.0K | 0.00% | −5,321−8.0% | Reduced |
| Illinois Municipal Retirement Fund | 61,631 | $549.7K | 0.01% | −3,764−5.8% | Reduced |
| Mackenzie Financial Corp | 62,115 | $554.1K | 0.00% | −15,649−20.1% | Reduced |
| State of Alaska, Department of Revenue | 63,405 | $565.0K | 0.01% | −1,629−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 63,973 | $570.6K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 64,206 | $572.7K | 0.07% | −22,240−25.7% | Reduced |
| Intech Investment Management LLC | 64,319 | $573.7K | 0.01% | +10,051+18.5% | Added |
| Manufacturers Life Insurance Company, The | 67,202 | $599.4K | 0.00% | +806+1.2% | Added |
| State of Wisconsin Investment Board | 68,892 | $614.5K | 0.00% | −68,941−50.0% | Reduced |
| North Star Investment Management Corp. | 69,313 | $618.3K | 0.05% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 69,480 | $619.8K | 0.00% | −3,926−5.3% | Reduced |
| Caitlin John, LLC | 69,708 | $621.8K | 0.61% | −106,344−60.4% | Reduced |
| Oppenheimer & Co Inc | 70,050 | $624.8K | 0.01% | +3,359+5.0% | Added |
| MetLife Investment Management | 75,119 | $670.1K | 0.00% | −9,186−10.9% | Reduced |
| Aquatic Capital Management LLC | 75,434 | $672.9K | 0.02% | −10,182−11.9% | Reduced |
| Royal Bank of Canada | 75,423 | $673.0K | 0.00% | +67,618+866.3% | Added |
| Balyasny Asset Management LLC | 78,472 | $700.0K | 0.00% | −339,952−81.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 79,841 | $712.2K | 0.00% | +498+0.6% | Added |
| Susquehanna Fundamental Investments, LLC | 81,418 | $726.2K | 0.01% | −14,757−15.3% | Reduced |
| Truist Financial Corp | 83,152 | $741.7K | 0.00% | +9,573+13.0% | Added |
| Thrivent Financial for Lutherans | 84,052 | $750.0K | 0.00% | −4,398−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 85,860 | $765.9K | 0.00% | −9,100−9.6% | Reduced |
| HRT Financial LP | 87,004 | $776.0K | 0.00% | −195,695−69.2% | Reduced |
| Norges Bank | 87,466 | $780.2K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 90,000 | $802.8K | 0.01% | −19,717−18.0% | Reduced |
| Cetera Investment Advisers | 90,503 | $807.3K | 0.00% | +20,724+29.7% | Added |
| Algert Global LLC | 92,233 | $822.7K | 0.02% | +28,310+44.3% | Added |
| Kennedy Capital Management, Inc. | 95,547 | $852.3K | 0.02% | −449,958−82.5% | Reduced |
| Level Four Advisory Services, LLC | 100,084 | $892.8K | 0.04% | +1,277+1.3% | Added |
| Integrated Quantitative Investments LLC | 105,580 | $941.8K | 0.46% | −18,308−14.8% | Reduced |
| SummitTX Capital, L.P. | 105,601 | $942.0K | 0.04% | +105,601 | New |
| California State Teachers Retirement System | 110,954 | $989.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 111,605 | $995.5K | 0.02% | −16,637−13.0% | Reduced |
| Fisher Asset Management, LLC | 111,636 | $995.8K | 0.00% | +40.0% | Added |
| Creative Planning | 113,254 | $1.01M | 0.00% | +11,671+11.5% | Added |
| Stifel Financial Corp | 115,825 | $1.03M | 0.00% | +1,420+1.2% | Added |
| Prudential Financial Inc | 116,673 | $1.04M | 0.00% | −10,760−8.4% | Reduced |
| Quantbot Technologies LP | 117,695 | $1.05M | 0.03% | −145,761−55.3% | Reduced |
| Globeflex Capital L P | 120,684 | $1.08M | 0.10% | 00.0% | Unchanged |
| Great West Life Assurance Co | 129,082 | $1.15M | 0.00% | −12,254−8.7% | Reduced |
| Caas Capital Management LP | 129,184 | $1.15M | 0.55% | 00.0% | Unchanged |
| MML Investors Services, LLC | 136,791 | $1.22M | 0.00% | +9,580+7.5% | Added |
| Nebula Research & Development LLC | 141,132 | $1.26M | 0.12% | +75,139+113.9% | Added |
| Alliancebernstein L.P. | 144,228 | $1.29M | 0.00% | −7,018−4.6% | Reduced |
| XTX Topco Ltd | 154,068 | $1.37M | 0.07% | +72,523+88.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 164,104 | $1.46M | 0.00% | +45,994+38.9% | Added |
| Tudor Investment Corp Et Al | 174,973 | $1.56M | 0.01% | −70,352−28.7% | Reduced |
| Susquehanna International Group, LLP | 176,250 | $1.57M | 0.00% | +71,035+67.5% | Added |
| Man Group plc | 177,462 | $1.58M | 0.00% | +91,070+105.4% | Added |
| Citigroup Inc | 179,090 | $1.60M | 0.00% | −6,200−3.3% | Reduced |
| Quest Partners LLC | 188,765 | $1.68M | 0.18% | +107,900+133.4% | Added |
| Credit Agricole S A | 189,889 | $1.69M | 0.01% | −128,689−40.4% | Reduced |
| Capital Management Corp | 190,370 | $1.70M | 0.29% | +168,170+757.5% | Added |
| New York State Teachers Retirement System | 194,252 | $1.73M | 0.00% | −19,128−9.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 201,093 | $1.79M | 0.02% | −3,245−1.6% | Reduced |
| Wells Fargo & Company | 205,316 | $1.83M | 0.00% | +12,448+6.5% | Added |
| Arrowstreet Capital, Limited Partnership | 222,301 | $1.98M | 0.00% | −500,285−69.2% | Reduced |
| Barclays PLC | 225,540 | $2.01M | 0.00% | −46,840−17.2% | Reduced |
| Los Angeles Capital Management LLC | 225,867 | $2.01M | 0.01% | −1010.0% | Reduced |
| Swiss National Bank | 226,400 | $2.02M | 0.00% | −3,500−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 245,716 | $2.19M | 0.02% | +13,650+5.9% | Added |
| Bank of America Corp | 256,378 | $2.29M | 0.00% | −57,481−18.3% | Reduced |
| Ameriprise Financial Inc | 271,597 | $2.42M | 0.00% | −81,653−23.1% | Reduced |
| Rothschild Investment LLC | 274,158 | $2.45M | 0.16% | +29,395+12.0% | Added |
| Graham Capital Management, L.P. | 279,422 | $2.49M | 0.08% | +87,398+45.5% | Added |
| Schonfeld Strategic Advisors LLC | 296,088 | $2.64M | 0.02% | +181,888+159.3% | Added |
| D. E. Shaw & Co., Inc. | 312,540 | $2.79M | 0.00% | +41,861+15.5% | Added |